See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,318 | $71,050+18.7% | $93,606-9.9% | $80,856+4.3% |
| Participation rate | 53.8% | 60.4%-6.6pp | 68.7%-15.0pp | 67.6%-13.9pp |
| Annual return | 15.52% | 11.26%+4.3pp | 133.20%-117.7pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,223 | $1,564-21.8% | $2,420-49.4% | $2,755-55.6% |
| Participant deferral / active EE | $2,790 | $4,034-30.8% | $4,411-36.8% | $4,296-35.1% |
| Admin fee / account holder | $1,331 | $6,945-80.8% | $8,285-83.9% | $6,918-80.8% |